Checklist for a Complete Application

Complete applications ought to be submitted at least eight (8) weeks prior to your event, to allow time to review the application and remedy any deficiencies. We reserve the right to not accredit if the time frame is too close; if we do accredit, additional fees may apply. Please see the Fees table for details.

NOTE: For our office to certify/accredit a program, the Dalhousie Faculty of Medicine must be significantly involved in the planning of the program. Therefore, at least one physician, faculty member of the Dalhousie Faculty of Medicine must be included in the planning committee.  

A complete application includes:

Completed application form(s)

If you are seeking a Certified Assessment and/or Section 3 accreditation, the Assessment  application form(s) must be submitted with the standard application form.

A (tentative) schedule for the planned sessions throughout the year (if applicable) Only applicable for programs with multiple events throughout the year, such as rounds, journal clubs, and series.
A detailed agenda of events

This should include the dates, times, topics/presentation titles, speaker names, etc.

Time for Q&A, discussion, and other forms of interactive learning must be indicated.

This may be included as part of the draft brochure.

Draft brochure, program, handouts, promotional materials, invitations, etc.

Each program is different, but this draft should usually include:

  • Program and/or session title(s)
  • Location(s) and date(s)
  • All learning objectives (overall and session-specific) with CanMEDS (unless these are being communicated in a separate document)
  • Detailed agenda of events (with start/end times for educational sessions, interactive learning activities, breaks, etc.)
  • Speaker, facilitator, moderator, etc. names (when applicable)
  • Acknowledgement of sponsors, if applicable
  • Acknowledgement of the SPC members
  • Dalhousie CPDME approval statement and logo (provided in the accreditation package)
  • Applicable draft credit hour statements
    • NOTE: You may not advertise your program as accredited (or that you’re seeking accreditation) until CPDME has approved the program and issued the letter of accreditation.
    • CPDME will provide the final accreditation statement(s) for your program in the letter of accreditation once the program has been approved.
Completed Planning Committee Membership (PCM) forms For each of the SPC physician members
Attendance certificate template (if applicable)

This is only required if you plan to issue the certificates, rather than Dalhousie CPDME.

Certificates must include:

  • the participant’s full name
  • the full program/session title, date(s), and location(s)
  • the CFPC CERT+ session ID (if applicable)
  • the full accreditation statements indicating the credit hours
  • the signature of the SPC Chair/designate.
Needs assessment documentation This may include a copy of the needs assessment tool(s) and results, survey results, meeting minutes, speaker selection methods/docs, etc.
Learning objectives documentation

However you choose to communicate the learning objectives and associated CanMEDS roles to the participants, we require a copy of that documentation. (This may be included as part of the agenda and/or brochure.)

This must include all learning objectives (both for the overall program and for the session/activities). NOTE: If your program has multiple sessions throughout the year (e.g. rounds, journal clubs, series), we will require the objectives for at least the first session.)

Learning objectives:

  • Must be measurable and written from the learner’s perspective, using action verbs to state what the participants will know or be able to do after attending the event
  • They should start with the phrase “After this event, participants should be able to…” (or something similar).
  • Verbs that are open to interpretation (like “understand” and “learn”) should be avoided.

See the CFPC’s Quick Tips: Writing Learning Objectives and the RCPSC’s How to Create Learning Objectives for further details and examples.

Completed program content (if applicable)

Examples: slide decks, workbooks, tools, resources, etc.

This does not apply to single delivery conferences, rounds, regularly scheduled series, journal clubs, and faculty development programs 

Evaluation survey

Must include questions around:

  • Whether the learning objectives were met (with separate questions for the overall and session-specific learning objectives)
  • If the content was balanced and free from commercial or other inappropriate bias (including an open text box so participants can provide details if they did perceive bias)
  • The potential impact of the program for the participant’s practice/knowledge/skills (including an open text box so participants can provide details)
  • The effectiveness of the program (format, design, facilitators, relevance, etc.) including:
    • the facilitation and delivery of the program
    • to what extent the speakers/facilitators were able to provide a safe, accessible, and productive learning environment
  • Non-identifiable demographic data so participants can self-identify if they belong to a systemically marginalized and/or under-represented identity group (optional for participants to complete)
  • How well the program addressed and incorporated concepts of EDIA
Completed COI forms 

For all the scienfific planning committee (SPC) members, speakers, moderators, facilitators, and authors.

Please ensure each form has been fully completed.

The COI forms for speakers/presenters do not have to be submitted with the intial application, but they must be submitted prior to the event. It’s preferred if they are included as part of the initial application.

NOTE: The SPC must review all disclosed financial relationships before the program, to determine whether action is required to manage potential, perceived, or real COIs. The SPC must have procedures in place for if a COI comes to its attention prior to/during the program.

Program COI Disclosure slides

These slides should include the SPC members’ COI information, the program sponsorship information, and the mitigation strategies (as applicable).

If speakers aren’t disclosing their own COI information at the start of their presentations, then this information should be included too.

Speaker communication sample

Includes details on the program (e.g. overall program learning objectives, learning methods, presentation and Q&A duration, etc.)

Addresses the applicable required topics (COI disclosure, scholarly approach, AI use, barriers to change, program format/interactivity, learning objectives, copyright, privacy, and adherence to guidelines) plus any other information specific to the program and/or required by the SPC

A detailed program budget

Must list all anticipated expenses and sources of revenue (e.g. CPDME accreditation fee, registration fees, sponsorships, rentals, etc.)

Names of commercial and non-commercial sources of funding must be listed.

If there are no fees associated with the program, a statement to this effect is required.

Copies of the written agreements between the financial/in-kind sponsors and the SPC/physician organization (if applicable) Only applicable if the program is receiving financial and/or in-kind support.

Each application form has a checklist near the end listing all the materials required for accreditation. If items from that list are missing from the application package, we will follow up with you to get them. 

If you have questions about any of the requirements, please don't hesitate to reach out to us at CPDME.Accreditation@dal.ca.